Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bob? Claim Your ProfileBob White is a financial advisor with over 20 years of experience in the financial services industry. Bob is currently registered with J.P. Morgan Institutional Investments Inc. and holds Series 3, 4, 7, 24, and 63 licenses. Bob has previously held positions at E*TRADE INVESTOR SELECT, INC., TIR SECURITIES, INC., and PRUDENTIAL SECURITIES INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
01/31/2008 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
09/26/1997 - 07/06/2001
E*TRADE INVESTOR SELECT, INC. (NEW YORK NY)
NJ
03/28/1996 - 11/15/2000
TIR SECURITIES, INC. (JERSEY CITY NJ)
NY
09/07/1993 - 03/07/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1996
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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